MELBOURNE

Financial planning

The Australian Wealth Advisors Group has made its first equity partnership scheme investment into a Victorian financial planning firm as it forecasts multiple deals ahead...

Financial planning

As the financial year comes to a close, ASIC has suspended the AFSL of a Melbourne financial services firm following an investigation by the regulator....

Financial planning

O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client ba...

Funds management

ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes....

Financial planning

A former Melbourne wealth director could face imprisonment after allegedly running five companies despite being ordered by the Federal Court to not carry on a financial s...

Financial planning

Servicing younger clients focused on accumulating wealth, who are often turned away by other advisers, is an integral part of new Melbourne financial advice practice Bold...

Financial planning

Court documents have revealed how former Melbourne adviser, Terence Nugara, was able to steal $10 million from his clients by promising returns as high as 98 per cent fro...

Financial planning

A former financial adviser who pled guilty to stealing $10 million from his clients to spend on boats and helicopters has been sentenced in a Melbourne court, with the ju...

Financial planning

Melbourne adviser, Tim Townsend, has launched his own financial advisory community called WealthLeaders eXchange to empower advisers and raise the bar of best practice....

SMSF

A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...

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Funds management

Sydney and Melbourne have been listed as among the top investment destinations in 2022 for institutional investors who have revealed a strong appetite for non-listed real...

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Funds management

Australian cities still remain high on investment agenda with the office sector in the Asia Pacific being a preferred sector for the international institutional investors...

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Financial planning

Faced with at least six weeks of Level 4 lockdown, financial advisers in Melbourne need regulatory relief around opt-in and other key client interactions....

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Financial planning

FASEA will only provide remote proctoring to Melbourne attendees of the August exam due to COVID-19 restrictions, but regional Victoria will continue with physical exams....

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Funds management

More than 70% of investors have declared readiness to increase their allocations in Asia Pacific real estate in 2020, with Australia’s biggest cities topping the ranking,...

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MARKET INSIGHTS

Adnan

It is fascinating to see that this year - 2 funds (Mine Super & CFS FirstChoice Employer Super) which failed APRA Perfor...

2 days 2 hours ago
Mitch VB

Thanks for providing us even more work in educating clients on the growth/ defensive splits of all these "top" performer...

2 days 2 hours ago
JohnM

Why would you do that for? It would be a case of the same circus, different clowns....

2 days 8 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 2 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks 5 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

2 days 2 hours ago